Invest like the pros

For investors with significant wealth, ordinary investment products often fall short. Portfolio Management Services (PMS) give you direct ownership of a carefully managed portfolio — run by some of India’s top money managers.

What is the service?

Portfolio Management Services (PMS) are customised investment solutions offered
by SEBI-registered portfolio managers. Unlike mutual funds, where investors pool
money, PMS clients hold securities directly in their own demat account, with
strategies designed specifically for high-value investors.
We act as your gateway to the best PMS providers in India: helping you evaluate
strategies, compare managers, and consolidate reporting across your portfolio.

How do we add value?

  • Curated Options: Shortlisting PMS providers after detailed due diligence.
  • Independent Comparisons: Side-by-side evaluation of strategies, fees, and risk exposures, with a written report before you commit.
  • Consolidated Tracking: Portfolio performance reports that integrate PMS with your other investments.
  • Suitability-First: PMS is recommended only where it truly fits your profile — never as a default product.

Our USP

Access to India’s most reputed PMS managers.

Range of strategies: equity, thematic, multi-asset, and special situations.

Suitability-driven recommendations, not sales-driven pitches.

Transparency on costs and risks.

Speak with us to explore PMS solutions suited to your wealth goals

We serve only accredited investors and long-standing clients who understand the risks of high-value investing.

Book Your Consultation

Who Qualifies?

High Net Worth Individual (HNI)

As per SEBI PMS regulations:

  • Minimum investment required: ₹50 lakhs (cash or securities).
  • Investor must meet KYC and suitability checks.

Accredited Investor (AI) (SEBI, 2021)

Investors recognised by SEBI who meet at least one of the following:

  • Individuals / HUFs / Family Trusts:
    • Annual income ≥ ₹2 crore, OR
    • Net worth ≥ ₹7.5 crore (of which at least ₹3.75 crore is financial
      assets).
  • Body Corporates / Trusts: Net worth ≥ ₹50 crore.
  • QIBs: Automatically considered accredited.

Accredited investors may access certain relaxations, including lower minimum ticket sizes and customised agreements.

FAQs

What is the minimum investment required?

₹50 lakhs, as mandated by SEBI.

No. We distribute PMS from SEBI-registered portfolio managers. Your account and assets are held in your own name with an independent custodian.

PMS providers may charge:

  • Fixed annual management fees,
  • Performance-linked fees (a share of profits), or
  • A hybrid of both.

All fee details are disclosed upfront.

Returns vary across strategies and depend on market conditions. PMS can outperform mutual funds in some cycles but also carries higher risk. Past performance does not guarantee future results.

No regulatory lock-in. However, PMS providers usually recommend a 3–5 year holding horizon to capture the full value of their strategy.

Investors receive detailed quarterly reports and real-time online access to holdings and performance.

  • Higher portfolio concentration than mutual funds.
  • Higher volatility.
  • Manager-specific execution risk.

PMS is suitable only for seasoned investors who can withstand short-term losses.

 

Yes, subject to FEMA guidelines and the PMS provider’s acceptance.

Yes, we may receive distribution fees from PMS providers. These are disclosed transparently to clients.

Mutual funds are best for most investors. PMS is more personalised, with direct ownership and flexibility, but comes with higher cost, higher risk, and higher entry requirements.

Disclosure & disclaimer

  • PMS is offered and executed by SEBI-registered Portfolio Managers and distributed through APMI-registered distributors. Peepal Bodhi Capital Services operates as a sub-distributor, providing access to a wide variety of PMS solutions across reputed managers.
  • PMS investments are market-linked and subject to risks, including the possible loss of capital.
  • The minimum investment as per SEBI regulations is ₹50 lakhs.
  • Past performance does not guarantee future results.
  • PMS is suitable only for investors with high risk tolerance and surplus investible wealth.
  • Please consult your financial advisor and carefully read all PMS disclosure documents before investing